Financial Analyst, Transactions

Walker & Dunlop•Needham, MA
•Hybrid

About The Position

This is an entry-level position on the Transactions Team within the GSE Asset Management Department at Walker & Dunlop. The role offers an excellent opportunity for advancement. Walker & Dunlop is a leading provider of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions to life. The Servicing department manages Fannie Mae, Freddie Mac, and FHA Finance loans, as well as other loan types, acting as the primary point of contact for borrowers and ensuring investor requirements are met. The department is one of the largest and highest-rated servicers in the U.S.

Requirements

  • Bachelor's degree in economics, business, finance, or a related field or equivalent experience strongly preferred.
  • Previous experience in the real estate industry is preferred.
  • Computer skills including MS Outlook, MS Excel, and experience with database software.
  • Demonstrated analytical and quantitative skills with the ability to evaluate data quickly and present information in a coherent manner.
  • Strong written and verbal communication skills.
  • Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
  • Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.
  • Ability to travel and operate a motor vehicle.

Nice To Haves

  • Legal document, title, and survey knowledge is a plus.

Responsibilities

  • Communicate directly with borrowers and legal counsel to gather documentation, clarify request details, and facilitate the consent review process.
  • Assist with the preparation of consent packages for submission.
  • Create reports and dashboards related to consent activity, borrower submissions, and processing timelines.
  • Update portfolio databases (Salesforce, Rockport, Enterprise, Agency Systems, etc.).
  • Organize and maintain Asset Management electronic records (contact database, consent files, reports).
  • Maintain accurate digital records of consent submissions, approvals, and required supporting documentation.
  • Communicate with clients to determine appropriate loan arrangements as needed.
  • Perform other duties as assigned.

Benefits

  • Up to 83% subsidized medical payroll deductions
  • Competitive dental and vision benefits
  • 401(k) + match
  • Pre-tax transit and commuting benefits
  • A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
  • Paid maternity and parental leave, as well as other family paid leave programs
  • Company-paid life, short and long-term disability insurance
  • Health Savings Account and Healthcare and Dependent Care Flexible Spending
  • Career development opportunities
  • Empowerment and encouragement to give back – volunteer hours and donation matching
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